A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 200 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps us create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:

  • Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
  • Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
  • Taxation: Implementing strategies to help reduce your family’s tax burden
  • Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
  • Estate and trusts: Efficiently transferring your wealth to the next generation
  • Insurance: Providing financial security, tax reduction, enhanced retirement income and legacy protection
  • Charitable giving: Helping you maximize your charitable legacy

Simplicity

At Holtby & Associates Wealth Management Services, we align affluent families with the necessary resources and expertise to manage family affairs in an integrated manner. Our family office offers a comprehensive range of wealth management strategies tailored for the families we work with, helping simplify their lives.

Integration

Whatever your goals may be, the process all begins with you. After learning about your family's current situation and future aspirations, our team works in sync with your existing network of professionals or our internal partners to develop a personalized plan to manage your family's wealth with an efficient and disciplined approach.

Confidence

We aim to provide our client families with the confidence of knowing that their financial affairs are being managed professionally, that they have clarity and a game plan for the future, and that they have a trusted team dedicated to understanding how the many pieces of their lives fit together. Our services extend beyond traditional borders.